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Capital Advisors Ltd’s Vanguard Health Care ETF VHT Stock Holding History

Capital Advisors Ltd’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16
Closed -$4K – 1218
2021
Q4 		$4K Sell
16
-16
-50% -$4.08K ﹤0.01% 588
2021
Q3 		$8K Hold
32
– – ﹤0.01% 447
2021
Q2 		$8K Hold
32
– – ﹤0.01% 426
2021
Q1 		$7K Buy
+32
New +$7.34K ﹤0.01% 432

Other funds holding VHT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Advisors Ltd's VHT Position: Q1 2022 in Review

Capital Advisors Ltd sold out of Vanguard Health Care ETF (VHT) in Q1 2022, closing a stake of 16 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in VHT in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q3 2021. 873 funds tracked by Wall St. Rank hold VHT as of Q1 2022.

  • Capital Advisors Ltd reported no remaining Vanguard Health Care ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Advisors Ltd sold 16 Vanguard Health Care ETF shares in Q1 2022, an estimated $4K.
  • Capital Advisors Ltd first reported a position in Vanguard Health Care ETF in Q1 2021 and held it in 4 quarters.
  • Capital Advisors Ltd's Vanguard Health Care ETF position peaked at $8K in Q3 2021.
  • 873 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2022.

Based on Capital Advisors Ltd's 13F filing for Q1 2022, filed 9 May 2022.